First, a couple of good charts from Morningstar the last few days on market attribution, as well as a style-box…
Overbought market: Technically the SP 500 is now in “extreme overbought” range per this weekend’s Bespoke chart. SP 500 Earnings…
The SP 500 has fallen 8.5% – 9%, the last two weeks. Ugly. The 10-year Treasury yield ended August, ’22…
fc-sectorupwardrev122516 Click on the above Excel spreadsheet to show the three sectors that have seen upward revision to forward earnings…
All eyes are on the Fed this week, but I’ll be more interested in what comes after i.e. could we…